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SPECIAL REPORT: Follow The Money Series – Dawn Of A New Era

With inflation recently hitting a high not seen since 1981, it is now apparent that the factors that drove the disinflation trend of the last four decades are coming to an end. Globalization and demographics, the two big factors that combined to hold down prices and wages for so long, are reversing, and so too is the downtrend in prices, wages, and interest rates.

While 1970s levels of inflation seem unlikely, several trends are converging to keep upward pressure on prices for years – maybe decades – to come. And that means the long downtrend in interest rates is at an end. This new, inflationary environment will change how we invest for years to come.

It is the dawn of a new era.

Our Special Report on Inflation, Volume 6 in Alhambra’s “Follow The Money” series, explains how we got here, where we’re going, and how to navigate your portfolio through these turbulent times.

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Joseph Y. Calhoun
Joe has worked in the financial services industry since 1992 in various capacities, including Operations Manager, Compliance Manager, Registered Representative and Portfolio Manager. From 1997 to 2006, when he founded Alhambra Investment Management, Mr. Calhoun was a Director of Investments at Oppenheimer & Co. Mr. Calhoun holds the Series 63 (Uniform Securities Agent State Law) and 65 (Uniform Investment Advisor Law) securities licenses. He has previously taken and passed the Series 7 (General Securities Representative) and Series 9/10 (General Securities Sales Supervisor) securities exams. His company is a global investment adviser, hence potential Swiss clients should not hesitate to contact AIP
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